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PVI vs BAB

Invesco Floating Rate Municipal Income ETF vs Invesco Taxable Municipal Bond ETF

PVI

Invesco Floating Rate Municipal Income ETF

Invesco

Annual cost

0.25%

Fund size

$31M

BAB

Invesco Taxable Municipal Bond ETF

Invesco

Annual cost

0.28%

Fund size

$1.0B

Key differences

  • BAB is significantly larger than PVI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, BAB has delivered higher annualized returns.

Side-by-side comparison

PVIBAB
Annual cost (TER)0.25%0.28%
Fund size (AUM)$31M$1.0B
Since20072009
Dividend yield2.16%4.05%
Asset classfixed incomefixed income
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+2.3%+7.7%
CAGR 3Y+2.7%+4.0%
CAGR 5Y+1.9%-0.4%
Sharpe 3Y-0.340.08
Volatility 1Y2.61%5.97%
Max drawdown-1.16%-27.80%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to PVI and BAB